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Westside Investment Management’s iShares Bitcoin Trust IBIT Stock Holding History

Westside Investment Management’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.5K Buy
435
+250
+135% +$10.2K ﹤0.01% 1026
2026
Q1 		$7.11K Hold
185
– – ﹤0.01% 1186
2025
Q4 		$9.19K Hold
185
– – ﹤0.01% 1107
2025
Q3 		$12K Buy
185
+30
+19% +$1.95K ﹤0.01% 1041
2025
Q2 		$9.49K Hold
155
– – ﹤0.01% 958
2025
Q1 		$7.26K Hold
155
– – ﹤0.01% 732
2024
Q4 		$8.22K Buy
+155
New +$7.32K ﹤0.01% 711

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Westside Investment Management's IBIT Position: Q2 2026 in Review

Westside Investment Management increased its iShares Bitcoin Trust (IBIT) stake by 135% in Q2 2026, buying an estimated $10.2K and bringing the position to 435 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Westside Investment Management first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Westside Investment Management held 435 shares of iShares Bitcoin Trust worth $14.5K as of Q2 2026.
  • Westside Investment Management bought 250 iShares Bitcoin Trust shares in Q2 2026, an estimated $10.2K.
  • iShares Bitcoin Trust made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1026 holding.
  • Westside Investment Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.